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Description
REDA AI serves as a customizable AI agent platform designed specifically for organizations using Salesforce. It enables teams to anchor agents in their business intelligence and Salesforce data, define allowable tools and actions, and implement assistants as Salesforce copilots, which can catalog recommendations, automate processes, utilize APIs, and enhance experiences for both customers and partners. Users are able to access these agents through various channels, including Claude and specific web or portal interfaces. Teams have the flexibility to configure channel access and workflow behaviors, with options to require human review or approval prior to the execution of actions. All provider keys are securely stored within the organization's Salesforce credential store, ensuring that customer data is not leveraged for training purposes. Organizations have the choice to utilize either their own supported AI provider or REDA-funded credits for services. Pricing plans are structured on a per-Salesforce organization basis instead of a per-user model, and a three-month trial period is offered for evaluation. This versatility in deployment and configuration allows organizations to tailor their AI experiences effectively.
Description
Sweep simplifies CRM, enabling you to operate more efficiently. With Sweep, you can visualize, create, and oversee your CRM workflows, regulations, and automated tasks, while the platform builds a streamlined Salesforce backend for you. This is the ideal workspace to craft your optimal CRM funnel. Using a single interface, you can create, collaborate, and implement directly into Salesforce. The drag-and-drop feature allows you to observe the interactions between your CRM steps as you develop them. It offers an intuitive framework for viewing and managing various configurations. You gain a comprehensive perspective from a unified viewport to assess your entire CRM system. You can take direct actions to identify optimizations and address any bottlenecks proactively. Say farewell to tedious tasks as you automate any portion of your workflow. This Salesforce Lightning component is specifically designed to support your sales teams effectively. By simplifying Salesforce, inline guidance ensures that your sales teams can navigate the platform with ease. You can rapidly and securely deploy your funnels from sandbox environments to production. Additionally, Sweep provides all the necessary tools to support native reporting in Salesforce right from the start, ensuring seamless functionality. Ultimately, it empowers you to enhance your CRM strategy and elevate your sales performance.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Salesforce
Yes
Anthropic
Yes
Claude
Yes
DeepSeek
Yes
Gemini
Yes
Model Context Protocol (MCP)
Yes
OpenAI
Yes
Salesforce Sales Dialer
No
Slack
No
WhatsApp
Yes
Integrations
Salesforce
Yes
Anthropic
No
Claude
No
DeepSeek
No
Gemini
No
Model Context Protocol (MCP)
No
OpenAI
No
Salesforce Sales Dialer
Yes
Slack
Yes
WhatsApp
No
Pricing Details
$500/org/month
Starter with your own AI account is $500 per Salesforce org per month, billed annually on a 12-month commitment; provider usage is billed separately. AI-included plans start at $1,250 per org per month, billed annually. A free tier is available for three months. Taxes may apply.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
REDA One
Founded
2014
Country
United States
Website
redaone.ai
Vendor Details
Company Name
Sweep
Country
United States
Website
www.sweep.io/product/
Product Features
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No